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Billing for Progress Claims through theBOSSapp
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9 minutes
Thebossapp
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Create a Project
Create your Jobs
Add Deliverables to each Job
Invoice your Progress Claim
View the Status of your Progress Claims
Create a Project
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This section will go through the steps of creating a project.
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Click "REGISTERS"
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Click "Projects"
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Click "Add new project"
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Enter a name for your project.
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Select a client.
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Select an Industry.
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Select a project manager.
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Enter the purchase order number for the project.
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Enter the Estimated Project Value.
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Enter a Scheduled Start and Finish Date.
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Enter the address where the project is taking place.
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Click "Save"
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Create your Jobs
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This section will run through creating the different jobs which will act as the line items in your progress claims.
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Click "Jobs"
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Click "CREATE A NEW JOB"
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Select a Job Type. Click "Next"
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Enter a name for the job, which in this case will be the name of the line item of work. Type "Site Preparation"
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